Charles Schwab cuts commissions to $0, GoProâs new moat problem, and Masco recession-proofs itself
GoPro unveiled a couple pre-holiday cameras, but the move reveals how much itâs lost its moat. Charles Schwab announced itâs cutting stock trading commissions from $4.95/trade to zero, so weâre jumping into the history of fees. And Masco is our Midwestern institution of the day for focusing on paint over cabinets as it pivots strategy. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2 Okt 201914min
Waymoâs valuation plummets, RV-giant Thor Industries jumps 16% on global camping, and Budweiserâs Asia IPO
Bud had a hefty bar tab, so it just spun-off its Asia beer business â and the IPO proved unsexy business models may be sexy again. Googleâs self-driving car division just had its valuation slashed because itâs taking. Way. Too. Long. To. Arrive. And the worldâs biggest RV-maker, Thor Industries, jumped 16% because camping is going global. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 Okt 201915min
AT&T may cut NFL Sunday Ticket, Endeavor cancels its IPO, and Rent The Runwayâs worst week ever
Talent agency Endeavor was supposed to IPO last Friday, but it called off everything Thursday night. Rent The Runway is not taking new customers to its clothing rental until Oct 15th because of a mistake that reveals what kind of a company it really is: Logistics. And NFL Sunday Ticket is the loyalty leader that got people using DirecTV â but now AT&Tis considering ending the expensive deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
30 Sep 201915min
Interview with Pelotonâs Co-Founder
Straight from the fitness tech pioneerâs IPO, we sit down with Peloton co-founder and COO Tom Cortese to talk about how they pitched investors, what drives customer loyalty, and if the stock ticker symbol shouldâve been âSWETâ or âSPINâ instead of "PTON". Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
27 Sep 201918min
Facebook Oculus creates a virtual world, Amazon launches tons of new products, and eBayâs CEO is out
Facebookâs virtual reality arm, Oculus, just cooked up âHorizonsâ â a virtual world at a whole new level. Amazon released a huge number of Alexa-packed products, including a finger ring, copy-cat AirPods, and a high-end speaker. And fresh after WeWork and Juul just lost both their CEOs this week, eBayâs leader is stepping down. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
26 Sep 201917min
WeWorkâs CEO is out, Nike goes for dude-leisure-wear, Nio (the Tesla of China) cancels its earnings call
After a crazy week, WeWorkâs co-founder and CEO stepped down. Nikeâs earnings reveal its next opportunity is really with guys wearing athleisure. And Nio, the Tesla of China, plummeted 22% after another rough quarter that forced it to shockingly cancel its earnings call. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
25 Sep 201914min
Bloomingdaleâs launches rental clothes, Fitbit is on the market for sale, and Thomas Cook just shut down mid-flight
Literally while some people were in the air, British travel agency Thomas Cook shut down, so we look at the millions affected by a big corporate bankruptcy. Fitbitâs fought hard to survive since Apple unveiled the Watch, but itâs now offering to sell itself. And Bloomingdaleâs launched âMy List,â a 10-item per month clothing rental for $149/month as âclothing as a service.â Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24 Sep 201917min
Tinderâs new âSwipe Nightâ TV show, J. Crewâs Madewell IPO, and e-cigarettes are getting cancelled
J. Crewâs legendary denim brand is outperforming J. Crew â so it filed to IPO itself. Tinder-owner Match Group is getting an interactive TV show (welcome to âSwipe Nightâ) in a unique convergence of tech and media. And Juulâs e-cigarette issues keep piling up, which is a bigger pain for its latest investor: regular cigarette-maker Altria. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23 Sep 201916min
